Waterford Advisors’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Waterford Advisors’s Portfolio TECB Stock Details TECB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$304K	Buy	+12,548	New	+$732K	0.1%	46

Other funds holding TECB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Waterford Advisors's TECB Position: Q1 2026 in Review

Waterford Advisors opened a new position in iShares US Tech Breakthrough Multisector ETF (TECB) in Q1 2026: 12,548 shares worth $304K. The stake represents 0.1% of the portfolio and ranks #46 among its holdings.

90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

Waterford Advisors held 12,548 shares of iShares US Tech Breakthrough Multisector ETF worth $304K as of Q1 2026.
iShares US Tech Breakthrough Multisector ETF was a new Waterford Advisors position in Q1 2026.
iShares US Tech Breakthrough Multisector ETF made up 0.1% of Waterford Advisors's portfolio in Q1 2026, its #46 holding.
90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Waterford Advisors's 13F filing for Q1 2026, filed 15 May 2026.